We have been creating the hierarchical agreement structure for a while as that is a logical fit for putting the same vendor agreements under one umbrella agreement. What would be great is a tick box that allows this top level agreement to become just a description so that we dont need to set a period because we have many agreements that start and finish all the time we have to keep on editing this master agreement and increasing the end date when a new agreement is added, turning this into a description will remove this need.
Hi Duncan, A standard practice we use is to assign the Master Agreement an end date far in the future, such as 12/31/2099, and all licenses and renewals are managed at the Sub-agreement level. This will allow for all publisher agreements to remain under one umbrella and eliminate the need to continually update the Master Agreement end date.
Thats a quick fix!! Another feature i would love is to have an archive option for agreements too, i know there are work arounds but this would still fill up the agreement page with expired stuff. I would just like the option to lookup legacy agreements at some point in the future and know all items listed in agreements are current and live.
Yes I agree. It would be a useful feature if those agreements that have expired could be greyed out or there is a view to show 'Active' agreements only.
I agree with Kirsty. We do exactly the same. Our master agreements are set to 2050 as a general rule.
Then we can manage the Annual Renewals via their respective sub-agreements. Then within those sub-agreements the licenses relevant to that agreement can be managed.
[Well in an ideal world, when the maintenance values are not duplicating themselves between license cost and maintenance cost].
Retrieving data ...